Mark WaggieCRD Number: 5293047
Current Firm: Raymond James & Associates, Inc.
Mark Waggie (CRD# 5293047) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Orlando, FL and has over 7 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Alconbury Trust L.l.c
|Raymond James & Associates, Inc.||Orlando, FL||Feb 2013 - Current||4|
|Morgan Keegan||Memphis, TN||Jan 2007 - Feb 2013||6|
|Amsouth Investment Management Co, LLC||Orlando, FL||Jul 2006 - Jan 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2009|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV